
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.840 | 2.880 | 0.040 |
Shares | 89.570 | 89.570 | 0.000 |
Bonds | 7.480 | 7.480 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.080 | 0.080 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.853 | 17.961 |
Price to Book | 2.698 | 2.623 |
Price to Sales | 2.047 | 1.904 |
Price to Cash Flow | 11.562 | 10.813 |
Dividend Yield | 2.171 | 2.213 |
5 Years Earnings Growth | 8.977 | 10.283 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.680 | 22.776 |
Financial Services | 17.090 | 16.529 |
Industrials | 11.400 | 11.502 |
Consumer Cyclical | 10.380 | 10.913 |
Healthcare | 9.350 | 11.204 |
Communication Services | 7.840 | 7.259 |
Consumer Defensive | 5.800 | 5.996 |
Real Estate | 4.450 | 3.574 |
Energy | 3.230 | 3.907 |
Basic Materials | 3.160 | 3.804 |
Utilities | 2.620 | 2.537 |
Number of long holdings: 13
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 48.62 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 22.96 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 5.42 | - | - | |
JPMorgan Core Plus Bond R6 | - | 4.75 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 4.23 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 4.21 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 2.74 | - | - | |
JPMorgan BetaBuilders MSCI US REIT ETF | - | 1.85 | - | - | |
JPMorgan Core Bond R6 | - | 1.58 | - | - | |
JPMorgan High Yield R6 | - | 1.39 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.95B | 3.98 | 2.26 | 2.08 | ||
JPMorgan Core Bond Select | 22.72B | 3.98 | 2.13 | 1.92 | ||
JPMorgan Core Plus Bond R6 | 15.01B | 4.10 | 2.66 | 2.33 | ||
JPMorgan Short Duration Bond R6 | 7.72B | 3.03 | 4.28 | 2.23 | ||
JPMorgan Strategic Income Opps Sel | 7.61B | 2.39 | 4.78 | 2.97 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review